FWIA

Fort Washington Investment Advisors Portfolio holdings

AUM $18.5B
1-Year Est. Return 18.48%
This Quarter Est. Return
1 Year Est. Return
+18.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.41B
AUM Growth
+$535M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$81.4M
2
+$48M
3
+$28.2M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$24.3M
5
GS icon
Goldman Sachs
GS
+$22.6M

Top Sells

1
+$115M
2
+$50.3M
3
+$48.7M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$45.6M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$41.3M

Sector Composition

1 Technology 22.6%
2 Industrials 12.52%
3 Financials 12.49%
4 Communication Services 12.26%
5 Consumer Discretionary 12.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$602K 0.01%
623
-707
352
$602K 0.01%
100,700
+32,900
353
$600K 0.01%
8,550
+1,650
354
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7,360
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355
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8,100
356
$568K 0.01%
24,300
-2,800
357
$564K 0.01%
31,700
358
$563K 0.01%
20,100
-700
359
$560K 0.01%
9,297
+24
360
$559K 0.01%
15,329
361
$547K 0.01%
11,301
362
$534K 0.01%
3,800
363
$527K 0.01%
16,061
-150
364
$523K 0.01%
19,450
+11,850
365
$521K 0.01%
17,395
-7,772
366
$520K 0.01%
4,592
367
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9,649
368
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15,400
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369
$503K 0.01%
1,501
370
$496K 0.01%
4,633
-1,900
371
$475K 0.01%
21,581
+7,000
372
$468K 0.01%
17,045
-1,900
373
$460K ﹤0.01%
7,300
-400
374
$460K ﹤0.01%
25,700
375
$434K ﹤0.01%
4,700
13 14
15
16 17